Anic Equity¶
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Total return since start: 0.563 %¶
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Equity now: -----------------------------> 47748.32 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46353.42 Kr¶
PnL: ---------------------------------------> -535.15 Kr¶
DD now: ---------------------------------> -1.813 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-18 12:23:15.960159'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -3.290000 | 2775.500000 | 139.500000 | 5.290000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.500000 | 3088.800000 | 117.800000 | 3.960000 | 2971.000006 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.600000 | 431.400000 | 76.400000 | 21.520000 | 355.000000 |
| Corem Property Group B | 59 | -1.420000 | 653.130000 | 76.130000 | 13.190000 | 576.999999 |
| Boozt | 12 | 0.140000 | 1708.800000 | 54.800000 | 3.310000 | 1653.999996 |
| SAAB B | 8 | 1.010000 | 3428.800000 | 51.800000 | 1.530000 | 3377.000000 |
| HMS Networks | 2 | -0.560000 | 715.600000 | 42.600000 | 6.330000 | 673.000000 |
| OEM International B | 7 | 0.500000 | 558.600000 | 30.600000 | 5.800000 | 527.999997 |
| Intrum | 4 | 0.440000 | 548.600000 | 21.600000 | 4.100000 | 527.000000 |
| MedCap | 2 | 0.000000 | 440.000000 | 19.000000 | 4.510000 | 421.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Coor Service Management Hold. | 8 | 0.000000 | 546.800000 | 14.800000 | 2.780000 | 532.000000 |
| Eastnine | 4 | -0.320000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -1.110000 | 256.800000 | 10.800000 | 4.390000 | 246.000000 |
| Norva24 Group | 16 | 1.480000 | 550.080000 | 7.080000 | 1.300000 | 543.000000 |
| Resurs Holding | 22 | 0.380000 | 580.800000 | 6.800000 | 1.180000 | 573.999998 |
| AcadeMedia | 12 | 0.560000 | 563.760000 | 6.760000 | 1.210000 | 557.000004 |
| Swedbank A | 3 | 1.290000 | 566.250000 | 2.250000 | 0.400000 | 564.000000 |
| Karnov Group | 9 | -1.970000 | 537.300000 | 1.300000 | 0.240000 | 536.000004 |
| Essity A | 4 | -1.370000 | 1150.000000 | 1.000000 | 0.090000 | 1149.000000 |
| Creaspac SPAC | 6 | -0.100000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Essity B | 2 | -1.170000 | 573.200000 | -0.800000 | -0.140000 | 574.000000 |
| Handelsbanken A | 5 | 0.180000 | 545.000000 | -1.000000 | -0.180000 | 546.000000 |
| Securitas B | 6 | -0.210000 | 568.200000 | -1.800000 | -0.320000 | 570.000000 |
| CTEK | 13 | 0.990000 | 528.060000 | -5.940000 | -1.110000 | 533.999999 |
| Nordea Bank Abp | 29 | -0.050000 | 3447.520000 | -6.480000 | -0.190000 | 3453.999992 |
| Midsona B | 63 | -1.510000 | 574.560000 | -8.440000 | -1.450000 | 582.999984 |
| FM Mattsson Mora Group B | 50 | -2.530000 | 2895.000000 | -32.000000 | -1.090000 | 2927.000000 |
| International Petroleum Corp. | 5 | 2.300000 | 555.500000 | -39.070000 | -6.570000 | 594.565215 |
| Vivesto | 1368 | 2.060000 | 570.460000 | -42.540000 | -6.940000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.190000 | 3773.000000 | -77.000000 | -2.000000 | 3850.000000 |
| OX2 | 18 | 1.610000 | 1538.100000 | -125.900000 | -7.570000 | 1663.999992 |
| Axfood | 13 | -0.360000 | 3575.000000 | -181.000000 | -4.820000 | 3756.000001 |
| Ovzon | 52 | 2.650000 | 3016.000000 | -346.000000 | -10.290000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.710000 | 3433.500000 | -377.500000 | -9.910000 | 3810.999990 |
| TOTAL | 46353.420000 | -535.150000 | -1.81282% | 46888.564618 |
Updated:¶
'2023-01-18 12:23:28.380321'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
